This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| PRINCIPAL PRESERVATION SEPARATE ACC EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | $24.5M | 15.3% |
| CAPITAL GROUP 2030 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 530 | Common Collective Trust | $6.0M | 3.8% |
| PUTNAM SMALL CAP GROWTH TRUST - CLA GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | $3.1M | 1.9% |
| CAPITAL GROUP 2025 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 525 | Common Collective Trust | $3.0M | 1.9% |
| CAPITAL GROUP 2040 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 540 | Common Collective Trust | $2.9M | 1.8% |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | $2.4M | 1.5% |
| CAPITAL GROUP 2035 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 535 | Common Collective Trust | $2.0M | 1.3% |
| CAPITAL GROUP 2020 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 520 | Common Collective Trust | $1.5M | 0.9% |
| CAPITAL GROUP 2055 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 555 | Common Collective Trust | $1.1M | 0.7% |
| CAPITAL GROUP 2060 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 560 | Common Collective Trust | $1.1M | 0.7% |
| CAPITAL GROUP 2045 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 545 | Common Collective Trust | $1.0M | 0.6% |
| CAPITAL GROUP 2050 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 550 | Common Collective Trust | $825K | 0.5% |
| CAPITAL GROUP 2065 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 565 | Common Collective Trust | $777K | 0.5% |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | $662K | 0.4% |
| CAPITAL GROUP 2070 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 570 | Common Collective Trust | $422K | 0.3% |
| CAPITAL GROUP 2010 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 510 | Common Collective Trust | $402K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $22K | — |
